Whitney BarbaricsCRD Number: 4838497
Current Firm: Sierra Investment Management Inc.
Whitney Barbarics (CRD# 4838497) is an Investment Advisor Representative working at Sierra Investment Management Inc. in Santa Monica, CA and has over 13 years of experience in the finance industry.
Fried Asset Management, Inc.
Penniall & Associates
|Northern Lights Distributors, LLC||Omaha, NE||Feb 2013 - Current||6|
|Wright Fund Management, LLC||Santa Monica, CA||Jan 2013 - Current||6|
|Unemployed||Manhattan Beach, CA||Sep 2012 - Dec 2012||< 1|
|Barclays Capital||Santa Monica, CA||Dec 2011 - Sep 2012||< 1|
|Trust Company Of The West||Los Angeles, CA||May 2010 - Dec 2011||1|
|Tcw Fund Distributors||Los Angeles, CA||May 2010 - Dec 2011||1|
|Jonestrading||Westlake Village, CA||Jan 2009 - May 2010||1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Feb 2006|
|S66||NASAA Uniform Combined State Law Examination||Dec 2010|
Total Assets Under Management488MILLIONS
Total Number of Accounts1,023ACCOUNTS
Average Account Value$477,473
- A percentage of assets under your management
- Performance-based fees
- Portfolio management for individuals and/or small businesses
CA, LA, NV, PA, TX, WA
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